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JPMorgan BetaBuilders US Equity ETF

152 hedge funds and large institutions have $1.93B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+19
Holders Change %
+14.29%
% of All Funds
2.02%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
34
Increased
71
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$440M 4,155,921 +447,136 +12%
LPL Financial
2
LPL Financial
California
$253M 2,393,095 +177,372 +8%
Morgan Stanley
3
Morgan Stanley
New York
$148M 1,396,320 +66,513 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$134M 1,261,043 +93,154 +8%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$128M 1,209,249 +106,931 +10%
CWM
6
Cornerstone Wealth Management
Missouri
$74.7M 705,569 +28,118 +4%
AssetMark Inc
7
AssetMark Inc
California
$54.5M 514,723 -41,190 -7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$49.5M 467,055 -21,877 -4%
NMIFOAC
9
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$49M 463,000 +463,000 New
PWM
10
Perigon Wealth Management
California
$42.6M 397,598 +31,503 +9%
KFG
11
Kelly Financial Group
Connecticut
$41.9M 395,917 +395,917 New
Osaic Holdings
12
Osaic Holdings
Arizona
$36M 339,986 +87,511 +35%
MWA
13
MN Wealth Advisors
Kansas
$31.3M 295,064 -2,525 -0.8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$28.4M 267,941 +49,601 +23%
RSWM
15
Robertson Stephens Wealth Management
California
$28.3M 267,175 +70,314 +36%
Raymond James Financial
16
Raymond James Financial
Florida
$27.6M 260,557 +260,557 New
IA
17
IFG Advisory
Georgia
$19M 179,592 +14,822 +9%
TWM
18
Tradition Wealth Management
Minnesota
$16.9M 159,677 +32,003 +25%
PAS
19
Park Avenue Securities
New York
$16.4M 154,938 +15,742 +11%
MML Investors Services
20
MML Investors Services
Massachusetts
$14.6M 137,610 +6,134 +5%
OPS
21
Orion Portfolio Solutions
Nebraska
$13.8M 129,874 +2,588 +2%
BCI
22
Brinker Capital Investments
Pennsylvania
$13.8M 129,874 +2,588 +2%
BOC
23
Blue Oak Capital
California
$13M 122,515 +122,515 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$12.7M 119,690 +1,825 +2%
FFA
25
Florida Financial Advisors
Florida
$12.4M 117,308 +1,469 +1%